The Personal Finance Society and parent body the Chartered Insurance Institute celebrated the graduation of 110 new Chartered Financial Planners at their annual graduation ceremony in Westminster last week.
SIPP and SSAS provider and administrator InvestAcc has sold its Chartered Financial Planner business Vesta Wealth to its management in a £12m deal.
Leicester-based Chartered Financial Planning firm Boolers has launched three new multi-asset fund of funds to expand its investment offering to clients.
Chartered Financial Planner James Herbert has joined Plymouth-based national financial advice firm Continuum as a financial adviser.
More than 160 Financial Planners and Paraplanners attended the annual Personal Finance Society’s Graduation Ceremony held in London recently.
More than 200 Financial Planners achieved Chartered status last year, taking the total number of Chartered Financial Planners to 8,159.
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